| Revenue growth | 11% for FY26; Q4 grew 18% YoY. |
|---|---|
| Margins | EBITDA at 7.5% for FY26; guidance for 50-100bps recovery in FY27. |
| Demand visibility | Positive outlook with improving milk supply and summer VAP demand. |
| Management confidence | High on long-term CAGR and Africa growth trajectory. |
Growth
FY26 revenue grew 11% YoY to INR 4,125 cr. Q4 volume growth was 18% YoY, led by liquid milk (14 LLPD).
Outlook
FY27 revenue guidance of low-to-mid teens. Planned capex of INR 180 cr for Maharashtra and INR 60 cr for Uganda.
Risks
Elevated milk procurement costs (INR 41/liter in Q4), input cost inflation in packaging (30%), and erratic rainfall affecting demand.
Earnings Call filed with NSE, NSE: DODLA. Summary written with AI assistance from the document.
Dodla Dairy Ltd: key numbers
- Share price
- ₹1,007.30
- Market cap
- ₹6,077 Cr
- Revenue (annual)
- ₹4,125 Cr
- Net profit (annual)
- ₹267.0 Cr
- P/E (TTM)
- 24.8×Sector 42.5×
- Promoter holding
- 58.92%+0.00% QoQ
- FII holding
- 6.06%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Dodla Dairy Ltd
All →Dodla Dairy Capital Structure Change
DSP Trustee Private Limited acquired 3,12,168 shares of Dodla Dairy Limited through open market purchases. The transaction increased their total stake to 7.16%.
Dodla Dairy Earnings Call Transcript: Key Takeaways
Dodla Dairy achieved record quarterly revenue of ₹1,198 Cr, but margins faced severe pressure due to elevated milk procurement costs and higher operating expenses.
- Call
- Guides 15% growth
Dodla Dairy Merger & Restructuring Worth ₹11.65 Cr
Dodla Dairy has acquired a 2% stake in Sids Farm Private Limited for ₹11.65 Crore. The investment strengthens its position in the premium D2C dairy segment.
- Value
- ₹11.65 Cr
- Execution
- Within approximately one month
Dodla Dairy Investor Presentation: Key Takeaways
Dodla Dairy reported its highest-ever quarterly revenue of INR 1,197.9 Cr in Q1 FY27, driven by strong procurement and VAP sales, despite margin pressure from elevated milk procurement prices.
Dodla Dairy Results Update
Dodla Dairy released Q1 FY27 results with revenue of ₹1,197.9 Cr. The company also announced a ₹11.6 Cr strategic investment for a 2% stake in Sids Farm.
- Value
- ₹11.60 Cr
Dodla Dairy Q1 FY27 Results: Net Profit ₹40.6 Cr, Down 35.5% YoY
Dodla Dairy Ltd reported revenue from operations of ₹1,198 Cr (+19.0% YoY) and net profit of ₹40.6 Cr (-35.5% YoY) for Q1 FY27.
- Key figure
- Net profit ₹40.6 Cr · -35.5% YoY